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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,819 | $129,095-11.1% | $184,185-37.7% | $77,692+47.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 9.36% | 33.29%-23.9pp | 28.81%-19.5pp | 31.25%-21.9pp |
| Employer contribution / active EE | $17,353 | $4,410+293.5% | $6,426+170.1% | $2,726+536.5% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,909-100.0% | $431-100.0% |